Using Aggregate Calculated Fields

You can create calculated fields with an aggregation (average, count, min, max, sum) that can calculate and display rollup information. For example, a column on the Accounts list view that shows the number of open tickets for each account.
Note: Calculated fields with an aggregation can only be added and edited in the Web Client Query Builder, but are also available in the Windows Client, Administrator, and Architect. Only the system administrator and users with the appropriate role can access these features.

When creating or editing an aggregate calculated field:

  1. Open the Query Builder. See Opening Query Builder.
  2. Click Calculations. The Calculations Fields window is displayed.
    Note: Only the system administrator and users with the appropriate role can access this option.
  3. Perform one of the following:
    • Click Add to create a new field.
    • Select the aggregate calculated field and click Edit.
  4. Specify this information on the Properties tab.
    Name/Alias
    Name of the base table.
    Base Table
    Type of the base table.
    Calculation Type
    Type of the calculation.
    Description
    Description of the base table.
    Note: The aggregate calculated fields must always be Numeric.
  5. Click the Calculation tab.
  6. Select the field from the base table or joined table to add the field in the calculation box.
  7. Select an option from the Aggregate field. Possible values:
    • Average
    • Count
    • Min
    • Max
    • Sum
    Note: Optionally you can also click Condition tab to add a condition statement to further process the data included in a calculated field using the syntax: TableName.FieldName operator ‘value’ For example, Opportunity.Closed <>‘T’
  8. Click OK.
    Note: The calculated field is appended at the end of the list of calculated fields in the Calculated Fields window.
  9. Click Close to close the Calculated Fields Window.
  10. Click OK to close Query Builder.
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